Shiow-yun Wu (CRD# 5915760) is an Investment Advisor Representative working at Independent Financial Group, LLC in San Gabriel, CA and has over 10 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6770924
Wealth Management Partners Of Los Angeles
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Independent Financial Group | San Gabriel, CA | Jan 2022 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Jun 2021 - Dec 2021 | < 1 |
| Voya Financial Advisors, Inc. | Mission Hills, CA | Jan 2020 - Jun 2021 | 1 |
| Unemployed | Mission Hills, CA | Oct 2019 - Dec 2019 | < 1 |
| Royal Alliance Associates, Inc. | Lafayette, CA | Nov 2018 - Oct 2019 | < 1 |
| Sii | Lafayette, CA | Oct 2018 - Nov 2018 | < 1 |
| Jk Financial Inc. | Norco, CA | Jan 2013 - Oct 2018 | 5 |
| United Alliance | Walnut, CA | Sep 2010 - Oct 2012 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jun 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- CA
-
Total Assets Under Management6,647MILLIONS
-
Total Number of Accounts20,980ACCOUNTS
-
Average Account Value$316,813
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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